Ace AI
Ace AI
Install Ace as a native integration inside Claude Desktop using the DXT (Desktop Extension) format. One-click install gives Claude access to all 200+ Follow Up Boss tools via MCP (Model Context Protocol). Combine Claude's research, writing, and analysis capabilities with real-time CRM data and actions in a single desktop conversation.
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MCP HTTP/SSE EndpointAce's MCP server runs at https://followupace.com/sse/ using HTTP with Server-Sent Events transport. Claude Desktop connects to this endpoint to access all FUB tools in real time.
Use my FUB data to draft a market analysis email for all my active buyers in the Austin area
JWT AuthenticationMCP auth via POST /api/mcp/auth issues JWT tokens that never expire. Tokens are scoped to the authenticated Pro user's FUB account. One-time setup, then Claude Desktop stays connected.
Connect to my Follow Up Boss account
Full Tool Suite (200+)Every Ace tool is available through Claude Desktop — contacts, deals, tasks, action plans, smart lists, email, market data, templates, notes, appointments, and more. No restrictions compared to the embed widget.
Pull up my pipeline, draft follow-up emails for stalled deals, and create tasks for each one
Combined Research + CRMClaude Desktop can combine web research, document analysis, and file operations with live CRM data. Research a neighborhood, then create a market report using real FUB contact data and FRED economic indicators — all in one conversation.
Research the 78704 zip code, pull current housing data for Texas, and draft a neighborhood guide email for my buyers interested in South Austin
Install the Ace DXT extension in Claude Desktop with one click from the extension marketplace
Authenticate with your Ace Pro credentials — the JWT token is issued and stored automatically
Claude Desktop connects to https://followupace.com/sse/ and loads all 200+ FUB tools
Start using natural language to combine Claude's AI capabilities with your live CRM data
Claude Desktop gives you a full-screen AI workspace with access to your CRM. Write listing descriptions using actual property data, generate comparative market analyses with real FRED data, and draft personalized outreach for your entire pipeline — all without switching between applications.
Upload a contract PDF to Claude Desktop and ask it to extract key dates, then create corresponding tasks in FUB with the right due dates. Or paste a lead list from a spreadsheet and have Claude create contacts, tag them, and enroll them in an action plan in one workflow.
Ask Claude to research a topic — market trends, neighborhood data, school ratings — then immediately use that research to draft emails to relevant contacts in your database. The MCP connection means Claude can read your CRM data and take action without you copying and pasting between tools.
Generate personalized email content for dozens of contacts by having Claude read each contact's profile, history, and preferences through MCP, then draft unique messages for each one. Export the drafts or send them directly through the email tools.
DXT (Desktop Extension) is Claude Desktop's extension format for adding tool integrations. The Ace DXT package contains the MCP server configuration that tells Claude Desktop how to connect to your FUB account. Installation is one click — no terminal commands, no config files. The extension handles authentication, connection management, and tool discovery automatically.
MCP (Model Context Protocol) is the open standard that lets AI assistants like Claude connect to external tools and data sources. Ace implements an MCP server that exposes all Follow Up Boss functionality as structured tools. When Claude Desktop connects via MCP, it can read your contacts, create tasks, send emails, pull market data, and perform any CRM action — all through natural conversation.
Claude Desktop MCP access requires an Ace Pro subscription ($55/month). You also need a Claude Desktop account from Anthropic (separate subscription). The Ace Pro plan includes MCP access, the embed widget, voice features, and all 200+ tools. The MCP JWT token is issued through /api/mcp/auth and does not expire, so setup is a one-time process.
Both access the same 200+ tools and your same FUB data. The difference is the AI model and interface. The Ace embed widget runs inside Follow Up Boss using Ace's own AI. Claude Desktop uses Anthropic's Claude model with its superior reasoning, writing, and research capabilities, plus the ability to work with local files, images, and documents. Claude Desktop is ideal for complex, multi-step workflows that combine research with CRM actions.
Connect Follow Up Boss to Claude or ChatGPT in 2 minutes.
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